Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-1756331

BLUE RIVER FOUNDATION INC

Tax-exempt · SHELBYVILLE, IN 46176

Financials

$5.7M$4.1M2023$12.1M$5.8M2024
Revenue Expenses · by fiscal year end
Financials of BLUE RIVER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,136,621$5,790,878$6,345,743$62,304,997$5,275,261$57,029,736
December 31, 2023990$5,733,321$4,119,542$1,613,779$54,309,733$4,797,143$49,512,590
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,290,200
Program service revenue
$566,994
Investment income
$3,212,759
Net rental income
$47,232
Net gain from sales of assets
$1,100,528
Other revenue
$66,668

Expenses

Grants and similar amounts paid
$4,351,596
Compensation of officers, directors and key employees
$96,500
Other salaries and wages
$316,756
Salaries, compensation and benefits (total)
$504,904
Professional fundraising fees
$0
Accounting fees
$10,076
Occupancy
$39,046
Depreciation
$32,064
Program services (functional)
$4,637,333
Management and general (functional)
$1,030,581
Fundraising (functional)
$122,964

Balance sheet and other

Total assets, start of year
$54,309,733
Total assets, end of year
$62,304,997
Total liabilities, end of year
$5,275,261
Net assets, end of year
$57,029,736
Land, buildings and equipment
$523,304
Publicly traded securities
$53,882,179
Net assets without donor restrictions
$1,981,037
Net assets with donor restrictions
$55,048,699
Gross receipts
$15,072,477
Employees
7
Volunteers
75
Year formed
1988
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER JONESEXECUTIVE DI
Officer
40$96,500
BETH CASEPRESIDENT
Trustee or director, Officer
2$0
AMY BERTHOUEXVICE PRESIDE
Trustee or director, Officer
1$0
JODY BUTTS-DOLDERSECRETARY
Trustee or director, Officer
1$0
ROB MORGANTREASURER
Trustee or director, Officer
1$0
DENNY RAMSEYDIRECTOR
Trustee or director
1$0
ERIC GLASCODIRECTOR
Trustee or director
1$0
LEE MARKSDIRECTOR
Trustee or director
1$0
LISA BRIDGESDIRECTOR
Trustee or director
1$0
SHAWN FRENCHDIRECTOR
Trustee or director
1$0
SHOSHANNA EVERHARTDIRECTOR
Trustee or director
1$0
TIM BARRICKDIRECTOR
Trustee or director
1$0
WENDY STEPHENSONDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
JENNIFER JONESEXECUTIVE DI
Officer
40$91,000
BRADY CLAXTONPRESIDENT
Trustee or director, Officer
3$0
BETH CASEVICE PRESIDE
Trustee or director, Officer
2$0
LISA BRIDGESSECRETARY
Trustee or director, Officer
1$0
ROB YEENDTREASURER
Trustee or director, Officer
2$0
AMY BERTHOUEXDIRECTOR
Trustee or director
1$0
ERIC GLASCODIRECTOR
Trustee or director
1$0
JODY BUTTS-DOLDERDIRECTOR
Trustee or director
1$0
LEE MARKSDIRECTOR
Trustee or director
1$0
SHAWN FRENCHDIRECTOR
Trustee or director
1$0
SHOSHANNA EVERHARTDIRECTOR
Trustee or director
1$0
TIM BARRICKDIRECTOR
Trustee or director
1$0
WENDY STEPHENSONDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
54 W BROADWAY ST STE 1, SHELBYVILLE, IN 46176-1267
Principal officer (990 for 2024)
BETH CASE, 54 W BROADWAY ST 1, SHELBYVILLE, IN 46176
Signed the 990
BETH CASE, PRESIDENT
Phone
(317) 392-7955
Return prepared by
ESTEP BURKEY SIMMONS LLC

Mission

THE BLUE RIVER FOUNDATION WILL BE A CATALYST FOR IGNITING ACTION THAT IMPROVES THE QUALITY OF LIFE IN SHELBY COUNTY.

990 for the year ended December 31, 2024

Program accomplishments

  • AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS.
    Expenses $1,357,670 · grants $1,274,015 · revenue $165,999
  • GRANTS TO BENEFIT YOUTH IN THE COUNTY.
    Expenses $1,273,392 · grants $1,194,930 · revenue $155,694
  • GRANTS FOR CIVIC PURPOSES.
    Expenses $1,471,056 · grants $1,380,414 · revenue $179,862
  • ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION.
    Expenses $535,215 · grants $502,237 · revenue $65,439

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1756331
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,304,997
Income (IRS master file)
$15,072,477

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,136,621$5,790,878$62,304,997XML
990December 2023$5,733,321$4,119,542$54,309,733XML
990December 2022$4,011,694$3,720,111$47,834,724IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1756331).

Questions about BLUE RIVER FOUNDATION INC

What is the EIN of BLUE RIVER FOUNDATION INC?
The employer identification number (EIN) of BLUE RIVER FOUNDATION INC is 35-1756331.
Is BLUE RIVER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to BLUE RIVER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BLUE RIVER FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BLUE RIVER FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BLUE RIVER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BLUE RIVER FOUNDATION INC?
The 990 for the year ended December 31, 2024 names BETH CASE.
Who are the officers and directors of BLUE RIVER FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $96,500 (JENNIFER JONES, EXECUTIVE DI).
How much revenue does BLUE RIVER FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,136,621, expenses of $5,790,878 and total assets of $62,304,997 at year end.

Other nonprofits in SHELBYVILLE

All nonprofits in SHELBYVILLE · Indiana · Philanthropy, voluntarism and grantmaking foundations